Issue link: https://info.seic.com/i/1518106
4 SEI Investment Management Corporation: Equity Portfolio Management Investment style Investment mandate Mandate minimum SEI Systematic Core Systematic U.S. All Cap Core $150,000 Systematic S&P 500 ® Core $80,000 Systematic U.S. Large Cap Core $80,000 Systematic U.S. Large Cap Core – Momentum Tilt $80,000 Systematic U.S. Large Cap Core – Quality Tilt $80,000 Systematic U.S. Large Cap Core – Value Tilt $80,000 Systematic U.S. SMID Cap Core $150,000 Systematic U.S. Small Cap Core $125,000 Systematic U.S. Dividend Yield Core $80,000 Systematic Global Dividend Yield Core $150,000 Systematic International Equity Core (ADR) $150,000 Systematic International Developed Core (ADR) $80,000 ESG Systematic U.S. Large Cap Core $80,000 SEI Factor Based U.S. All Cap Core (Multi-Factor SMA) $150,000 U.S. Large Cap Core (Multi-Factor SMA) $80,000 Enhanced U.S. Large Cap Momentum Factor $80,000 Enhanced U.S. Large Cap Quality Factor $80,000 Enhanced U.S. Large Cap Value Factor $80,000 U.S. Dividend Yield (Multi-Factor SMA) $50,000 U.S. Large Cap Core (Managed Volatility SMA) $80,000 SEI manager lineup: Equity managers and investment mandates Equity investment styles, managers, and investment mandates Investment style Manager Investment mandate Mandate minimum All Cap Core EARNEST Partners, LLC All Cap $50,000 Parametric Portfolio Associates LLC Custom Core U.S. Broad Cap $150,000 PGIM Quantitative Solutions All Cap Core $80,000 All Cap Growth Loomis, Sayles & Company, L.P. (Equity) All Cap Growth $50,000 Large Cap Core Allspring Global Investments Core Equity $80,000 Copeland Capital Management Large Cap Dividend Growth $50,000 Invesco Advisers, Inc. Large Cap Core $50,000 Lazard Asset Management LLC U.S. Equity Select $50,000 Mar Vista Investment Partners, LLC U.S. Quality $50,000 Parametric Portfolio Associates LLC Custom Core U.S. Large Cap $80,000 Parametric Portfolio Associates LLC Custom Core U.S. Large Cap – S&P 500 ® $80,000 PGIM Quantitative Solutions Large Cap Core $80,000 Large Cap Value Acadian Asset Management LLC U.S. Value Equity $80,000 Brandywine Global Investment Management, LLC Classic Large Cap Value $50,000 Ceredex Value Advisors LLC Large Cap Value Equity $50,000 Coho Partners, Ltd. Relative Value Equity $50,000 Lazard Asset Management, LLC U.S. Equity Value $50,000 LSV Asset Management Large Cap Value $80,000 As of 3/17/25 and subject to change.